2009 Canadian Full Service Investor Satisfaction Study

Investment Advisor: This score is based on how investors rate their primary full service investment firm on aspects of their investment advisor/team, such as ease of contacting, amount of time devoted to their account, knowledge, objectivity, concern for their financial needs, effectiveness of their overall investment strategy, etc. Close Investment Performance: This score is based on how investors rate their primary full service investment firm on the competitiveness of their portfolio’s performance, given current market conditions. Close Account Statements: This score is based on how investors rate their primary full service investment firm on aspects of their account statements, such as layout and design, clarity, usefulness of information, etc. Close